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Description

***This is the FIRST and ONLY end-to-end course for Microsoft Dynamics 365 Project Service Automation version 3.1.0.147 (the latest PSA version)***
Are you an existing Project Manager or aspiring Project Manager?
If yes, then this course is for you.
In this course, you will not just learn about Project Service Automation, but also key concepts that every aspiring project manager must know.
For your great learning experience, this course includes a case study.
Microsoft Dynamics 365 Project Service Automation provides an end-to-end project management capabilities which can be utilised for almost every project and Microsoft is continuously improving the Project Service Automation (PSA).
HERE'S WHAT YOU WILL LEARN:
Projects & Project Management
What Is A Project?
What Is Project Management?
About Project Service Automation & Case Study
About Project Service Automation
Project Service Automation Important Terms
Project Service Automation Process Flow
Project Service Automation Project Case Study
Project Service Automation Configuration
Install Project Service Automation & Sample Data
Setting Up Organisation Units
Setup Work Hour Templates
Resources Setup
Cost Price & Sales Price
Other Configurations
Project Service Automation - Project Planning
Overview
Project Opportunity Creation
Project Quote Creation
Project Creation With Schedule
Use MS Project To Manage Schedule (WBS)
Review
Project Service Automation - Project Execution
Overview
Create Project Contract
Assigning Resources To A Project
Record Timesheets & Expenses
Generate Invoice To Bill Customer
Review
Project Service Automation Analytics & Next Steps
PSA Microsoft PowerBI
Course Conclusion And Next Steps
Feel free to watch preview videos and I look forward to teaching you Microsoft Dynamics 365 Project Service Automation (PSA).
Wish you all the best.
To Your Success,
Abhay Sharma
#1 Udemy Best-Selling Instructor for Microsoft Dynamics Courses | Trusted By More Than 47K Students
Who this course is for:
Existing Microsoft Dynamics Consultants (Technical & Functional)
Existing or Aspiring Project Managers (including Team Leads, Project Leads & Business Analysts)
Want to implement Microsoft Dynamics 365 Project Service Automation (PSA) for the company or client.
Anyone who wants to learn Microsoft Dynamics 365 Project Service Automation (PSA)

What you'll learn

Complete practical understanding of Microsoft Dynamics 365 For Project Service Automation (PSA) Application

Implement Microsoft Dynamics 365 For Project Service Automation for their clients.

Work with the latest version of Microsoft Dynamics 365 For Project Service Automation (PSA)

Requirements

  • You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
  • No previous design experience is needed.
  • No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures
Expand All Sections
1-Welcome
2
1.1-Welcome
1.2-IMPORTANT: Dynamics 365 New Interface (Must Watch)
2-About Projects & Project Management
3
2.1-What Is A Project?
2.2-IMPORTANT: Please Read
2.3-What Is Project Management?
3-About Project Service Automation & Case Study
4
3.1-About Microsoft Dynamics 365 Project Service Automation (PSA)
3.2-Project Service Automation Important Terms
3.3-Project Service Automation Process Flow
3.4-Project Service Automation - Project Case Study
4-Project Service Automation (PSA) Configuration
6
4.1-Install PSA & Sample Data
4.2-Configuration - Setting Up Organization Units
4.3-Configuration - Setup Work Hour Templates
4.4-Configuration - Resources Setup
4.5-Configuration - Setup Cost Price And Sales Price
4.6-Other Configurations
5-Project Service Automation (PSA) - Project Planning
7
5.1-Module Overview
5.2-PSA Planning - Project Opportunity Creation
5.3-PSA Planning - Project Quote Creation
5.4-PSA Planning - Project Creation With Schedule (WBS)
5.5-Sign Up For MS Project Trial
5.6-PSA Planning - Use MS Project To Manage Schedule (WBS)
5.7-Module Review
6-Project Service Automation (PSA) - Project Execution
6
6.1-Module Overview
6.2-PSA Execution - Create Project Contract
6.3-PSA Execution - Assigning Resources To A Project
6.4-PSA Execution - Record Timesheets & Expenses
6.5-PSA Execution - Generate Invoice To Bill Customer
6.6-Module Review
7-Project Service Automation (PSA) Analytics & Next Steps
2
7.1-PSA Analytics - Microsoft PowerBI
7.2-Conclusion & Next Steps